The mood surrounding today’s stock market seems to be rife with contradiction, according to an article in yesterday’s Fortune. “At today’s elevated prices,” it argues, “the market math contradicts Wall…
Author: Validea
Five European Picks for the Savvy Traveler
Europe is presenting some attractive opportunities amid continued uncertainty, writes Validea CEO John Reese in a recent article for TheStreet. The appeal of overseas shares is being fueled by the…
James O'Shaughnessy: Knee-Jerk Investing Doesn't Work
A quantitative investing guru who uses concrete metrics to analyze stocks, James O’Shaughnessy believes that investors get in the way of their own success by reacting emotionally, writes Validea CEO…
Soaring Consumer Confidence May Not be Positive for Markets
Consumers are more optimistic than they have been for the past 17 years, writes Steven Russolillo in a recent Wall Street Journal article, but this isn’t necessarily good news for…
Buffett and 3G Capital Might Like These Picks
While the private-equity firm 3G Capital and Buffett’s Berkshire Hathaway have teamed up on a few headline deals (such as the acquisition of H.J. Heinz and the subsequent merger of…
Goldman: Fund Managers Relying Too Heavily on U.S. Stocks
An analysis of professionally managed investment portfolios revealed to a team of Goldman strategists that “many investors are missing important potential sources of return as a result of putting too…
Insider Share Purchases are Few and Far Between
In January, the number of corporate executives buying shares in their own firms was only 279, the lowest it has been since 1988, according to a recent article in…
Barry Ritholtz on Bulls and Bears
Understanding how old a bull market is may very likely affect your expectations of future returns as well as your investment allocations and risk appetite, writes Bloomberg columnist Barry Ritholtz.…
Asness versus Arnott: The Factor Timing Debate Continues
AQR Management founder Cliff Asness continues to argue that factor timing is “deceptively difficult,” contrary to what Rob Arnott of Research Affiliates would have you believe, says a recent article…
Buffett Says Stocks are Relatively Cheap
Notwithstanding all of the buzz surrounding the “pricey” stock market, legendary investment guru Warren Buffett thinks it’s a still the best place to plant your money. This according to a…